Purchases and Sales Made in Q4 2023 in Chemed Corp (CHE)
This table provides information about the institutional ownership of Chemed Corp (CHE) during Q4 2023. The information is specifically focused on institutions that hold shares of CHEMED CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
25New |
$12.6K - $14.8K
|
25
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25+ 1.12% |
$12.6K - $14.8K
|
2.25K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
21+ 0.93% |
$10.6K - $12.5K
|
2.28K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 5.77% |
$10.6K - $12.5K
|
385
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
20New |
$10.1K - $11.9K
|
20
$11.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 400.0% |
$10.1K - $11.9K
|
25
$14.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$9.05K - $10.7K
|
18
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 2.8% |
$9.05K - $10.7K
|
662
$380K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
17+ 3.03% |
$8.55K - $10.1K
|
578
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16+ 2.57% |
$8.04K - $9.49K
|
638
$366K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 1.05% |
$8.04K - $9.49K
|
1.54K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
16+ 1.47% |
$8.04K - $9.49K
|
1.1K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15+ 0.17% |
$7.54K - $8.9K
|
8.84K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$7.04K - $8.3K
|
14
$8.03K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
14+ 2.1% |
$7.04K - $8.3K
|
681
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13+ 0.35% |
$6.54K - $7.71K
|
3.77K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13New |
$6.54K - $7.71K
|
13
$7.45K
|
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
13+ 1.38% |
$6.54K - $7.71K
|
954
$547K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$6.03K - $7.12K
|
12
$6.88K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
11+ 35.48% |
$5.53K - $6.52K
|
42
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9+ 2.1% |
$4.52K - $5.34K
|
438
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 3.8% |
$4.52K - $5.34K
|
246
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9+ 1.58% |
$4.52K - $5.34K
|
579
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.73% |
$4.02K - $4.74K
|
1.11K
$635K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8+ 3.92% |
$4.02K - $4.74K
|
212
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.21% |
$3.52K - $4.15K
|
3.35K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7+ 0.47% |
$3.52K - $4.15K
|
1.49K
$855K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6New |
$3.02K - $3.56K
|
6
$3.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.65% |
$3.02K - $3.56K
|
933
$535K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 1.27% |
$3.02K - $3.56K
|
479
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.2% |
$3.02K - $3.56K
|
3.05K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6New |
$3.02K - $3.56K
|
6
$3.44K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
5+ 0.58% |
$2.51K - $2.97K
|
860
$493K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5+ 9.26% |
$2.51K - $2.97K
|
59
$33.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4New |
$2.01K - $2.37K
|
4
$2.29K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4New |
$2.01K - $2.37K
|
4
$2.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4+ 5.88% |
$2.01K - $2.37K
|
72
$41.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4New |
$2.01K - $2.37K
|
4
$2.29K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 1.54% |
$2.01K - $2.37K
|
263
$151K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4New |
$2.01K - $2.37K
|
4
$2.29K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4+ 0.29% |
$2.01K - $2.37K
|
1.37K
$783K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
3+ 0.6% |
$1.51K - $1.78K
|
504
$289K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 18.75% |
$1.51K - $1.78K
|
19
$10.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3New |
$1.51K - $1.78K
|
3
$1.72K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 50.0% |
$1.01K - $1.19K
|
6
$3.44K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 8.7% |
$1.01K - $1.19K
|
25
$14.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$1.01K - $1.19K
|
483
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$1.01K - $1.19K
|
2
$1.15K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 8.7% |
$1.01K - $1.19K
|
25
$14.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$503 - $593
|
1
$573
|